Adam
Betancourt
Summit Trail Advisors, LLC
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About this Advisor
Adam Betancourt is a financial advisor based in New York, New York, working with Summit Trail Advisors, LLC. Adam has previously held positions at Summit Trail Advisors, LLC, Bank Of America, Fortress Investment Group, and Auxis Inc. Adam is registered to provide services in New York. Currently, Adam is part of Summit Trail Advisors, LLC, which operates out of New York, New York. The firm has 5 offices and 95 employees. The firm manages assets totaling $17.7 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Summit Trail Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Summit Trail Advisors, LLC Brokerage Details
$17,651,630,433
95
10,249
$1,722,278
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Adam Betancourt Work History
Summit Trail Advisors, LLC
Bank Of America
Fortress Investment Group
Auxis Inc
Disclosures
Please visit the SEC profile of Adam Betancourt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Summit Trail Advisors, LLC
Chicago, IL
New York, NY
New York, NY
Corte Madera, CA
New York, NY
San Francisco, CA
New York, NY
New York, NY
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